Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin

53:21
 
Share
 

Manage episode 464933143 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenkin the "Jerry Maguire" of financial advisors, to break down the smartest strategies for buying, selling, and structuring your business for long-term success.

Ted shares insights from his own experience selling Oxygen Financial and how he now helps advisors maximize the value of their firms—whether they’re looking to sell, acquire, or simply increase profitability. We dive into the key numbers that matter, the biggest mistakes advisors make, and how to position your business for a lucrative exit.

💡 What You’ll Learn in This Episode:

✔️ Creative ways to structure a sale if your kids (or successors) are buying you out
✔️ What makes a financial advisory practice valuable & sellable
✔️ How to structure your firm to maximize its sale price
✔️ The legal & financial must-haves before you sell
✔️ Why private equity deals might be more lucrative than you think

If selling (or buying) a practice is on your radar—whether now or in the future—you don’t want to miss this episode!
-----------------------
Learn more about Ted’s firm here!
www.esladvisors.com
https://www.jptdpartners.com/valuation
Check out the AI Made Easy Webinar Replay Here!
🎧 Listen now & subscribe for more efficiency & growth strategies for financial advisors!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

  continue reading

Chapters

1. 247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin (00:00:00)

2. [Ad] Audience Connection (00:13:33)

3. (Cont.) 247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin (00:14:21)

276 episodes

Artwork
iconShare
 
Manage episode 464933143 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenkin the "Jerry Maguire" of financial advisors, to break down the smartest strategies for buying, selling, and structuring your business for long-term success.

Ted shares insights from his own experience selling Oxygen Financial and how he now helps advisors maximize the value of their firms—whether they’re looking to sell, acquire, or simply increase profitability. We dive into the key numbers that matter, the biggest mistakes advisors make, and how to position your business for a lucrative exit.

💡 What You’ll Learn in This Episode:

✔️ Creative ways to structure a sale if your kids (or successors) are buying you out
✔️ What makes a financial advisory practice valuable & sellable
✔️ How to structure your firm to maximize its sale price
✔️ The legal & financial must-haves before you sell
✔️ Why private equity deals might be more lucrative than you think

If selling (or buying) a practice is on your radar—whether now or in the future—you don’t want to miss this episode!
-----------------------
Learn more about Ted’s firm here!
www.esladvisors.com
https://www.jptdpartners.com/valuation
Check out the AI Made Easy Webinar Replay Here!
🎧 Listen now & subscribe for more efficiency & growth strategies for financial advisors!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

  continue reading

Chapters

1. 247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin (00:00:00)

2. [Ad] Audience Connection (00:13:33)

3. (Cont.) 247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin (00:14:21)

276 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play